Practical analysis for investment professionals

CFA Institute Annual Conference


Good Communications: The “Undiscovered Country” of the Investment Profession

Tom Brakke, CFA, believes that investment professionals concentrate on their analytical responsibilities — and their performance results — but neglect their communication skills. Yet their ability to communicate within their firms and with their clients is often the real difference maker. To counteract this, Brakke recommends that investment pros focus as much on communications performance as they do on investment performance.

Paul Smith, CFA: “Let’s Make the World a Better Place for Investors Everywhere”

CFA Institute president and CEO Paul Smith, CFA, issued a rousing call for a more ethical and effective investment profession. He also laid out his vision of where he hopes to lead CFA Institute in the years ahead, offering a road map for how he intends to get there.

Mindfulness in the Age of Disruption

"It's very easy for many of us to feel out of control," said mindfulness expert Jeremy Hunter. "We live too much on gas pedal, too much on brake." But there is a way to get back to what Hunter calls our "zone of resilience — a capacity to be calm." The key to doing that is the practice of mindfulness.

The Future of Finance: Seven Posts from the 68th Annual Conference

The frontiers of finance were on full display at the 68th CFA Institute Annual Conference in Frankfurt, Germany, late last month. With presentations covering a diverse range of topics, from geopolitical frameworks, to the biology of risk-taking, to bitcoin, and beyond, delegates gained powerful and practical insights. Here are seven posts inspired by the program.

Our 68th Annual Conference Is Happening, Right Now. Follow It Here.

Can't attend the 68th CFA Institute Annual Conference in Frankfurt? Follow along with highlights from the live updates our attendees and content team are sharing.

Weekend Reads for Finance Pros: Secular Sabbath, Fiduciary Standard, and Investing

Take time to pause this weekend, even if it's to read an article or two you didn't get around to earlier in the week, or to carve out some time to just "be" and not "do."

The Future of Finance: Ten Key Talks from the 67th CFA Institute Annual Conference

Some of the most fascinating presentations this year covered the limits of fundamental analysis, took issue with the utility of hedge funds, and highlighted the "economics of good and evil."

Kyle Bass: Central Bankers Are Building Potemkin Villages to Deceive Us

The prominent hedge fund manager, who believes that policymakers are simply shifting the day of reckoning into the future, updated his thesis on Japan.

Nobel Prize Winner Thomas Sargent on Risk, Ambiguity, and Investment Decision Making

The New York University professor contends that investors often mistake ambiguity premia for risk premia because of faulty financial models.

Mike Mayo, CFA: Lessons for Financial Analysts from the Exile on Wall Street

Analysts must assert three essential rights, says the veteran banking analyst: the right to ask for information, the right to get information, and the right to act on information.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close